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Jensen Investment's investment thesis on Broadridge ($BR) — Q1 2026 | Buyside Digest

$BRNYSEBroadridge

BULL

Jensen Investment—BR

Fund Letter

Q1 2026

Published April 29, 2026

$183.64USD

+6.2% vs last month

$155.25Pitched

+18.3% since pitch

Market Cap$18.6B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

BR underperformed due to general market anxieties that AI-based competitors might disrupt its core operations. The manager strongly...

— Adam Calamar, Kurt Havnaer, Tyra Pratt

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